LW Lamb Weston Holdings, Inc. Common Stock
NYSE · Food Products · SEC EDGAR で表示 ↗ 終値 10月 5, 2026 10-K/10-Q 7月 24, 2026
$44.57
· 52週範囲の%
· 安値より上
· 高値へ
$37.6252週安値
$67.0752週高値
時価総額 (MRQ)
$6.13B
P/E (TTM)
21.4
EPS (TTM)
$2.08
収益 (TTM)
$6.61B
あなたのバッジ
52週レンジ
$38–$67
アナリスト評価
HOLD
目標株価
$54
P/E
21.4
ROE
16.3%
純利益率
4.4%
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LW 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
株価
$44.57
時価総額 (MRQ)
$6.13B
P/E (TTM)
21.4
EPS (TTM)
$2.08
収益 (TTM)
$6.61B
配当利回り
3.4%
ROE (TTM)
16.3%
負債/自己資本
0.1
52週レンジ
$38–$67
LW 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
範囲
バー
バーの粒度は選択した期間に合わせて調整されます。バーの始値/高値/安値/終値を確認するにはチャートにカーソルを合わせてください。
Lamb Weston Holdings, Inc. Common Stock について Wikipediaからの企業概要
Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries, waffle fries, and other frozen potato products. It is headquartered in Eagle, Idaho, a suburb of Boise.
History
The company was founded in 1950 by Gilbert Lamb in a former co-op plant in Weston, Oregon. In 1988, it was acquired by ConAgra Foods and moved corporate offices from Tigard, Oregon, to Kennewick, Washington. In November 2016, ConAgra spun off the company to its shareholders. In October 2019, Lamb Weston formed the joint venture, Lamb Weston Alimentos Modernos S.A., with Sociedad Comercial del Plata.
In September 2022, the Oregon Department of Environmental Quality (DEQ) fined Lamb Weston $127,000 for 90 violations of the company's wastewater discharge permit between 2015 and 2021, which included the company dumping more than 220 tons of excess nitrogen above an already contaminated aquifer. In 2024, Lamb Weston reached a settlement with the DEQ; the company would pay a $143,400 fine as well as evaluate ways to reduce wastewater, conduct soil sampling and monitor well water.
In September 2023, it was announced Lamb Weston had acquired the Campbellfield, Victoria-headquartered Australian food manufacturer, Crackerjack Foods. The company will join the Lamb Weston Oceania subsidiary.
On November 15, 2024, a class action lawsuit was filed against Lamb Weston along with multiple other companies alleging that they are colluding together to hike prices of potato products in a coordinated way.
Subsidiaries
Lamb Weston Holdings has subsidiaries in Europe, Asia and South America.
Companies
China - Lamb Weston - Shanghai, two processing plants
China - TaiMei Potato Industry
Europe - Lamb Weston / Meijer: the former joint venture is now fully owned by Lamb Weston. six processing plants in the Netherlands, United Kingdom and Austria
United States - Alexia Foods
Canada - Lamb Weston Canada ULC
Chile - Unisur Alimentos Ltda
Argentina - Lamb Weston Alimentos Modernos S.A.
Processing plants
Lamb Weston
American Falls (Idaho)
Boardman East (Oregon)
Boardman West (Oregon)
Connell (Washington)
Delhi (Louisiana)
Hallam (Australia)
Hermiston (Oregon)
Pasco (Washington)
Paterson (Washington)
Lamb Weston RDO Frozen - Park Rapids (Minnesota)
Quincy (Washington)
Richland (Washington)
Shangdu (China)
Taber (Canada)
Twin Falls (Idaho)
Warden (Washington)
Lamb Weston/Meijer (1994-2022)
Bergen op Zoom (the Netherlands)
Frisch & Frost, Hollabrunn (Austria)
Kruiningen (the Netherlands)
Broekhuizenvorst (the Netherlands)
Lipetsk (Russia)
Oosterbierum (the Netherlands)
Wisbech (the United Kingdom)
In 2022, Lamb Weston / Meijer sold its Russian plant to local shareholders and later Meijer Beheer B.V. sold his share of ownership to Lamb Weston Holdings Inc.
Lamb Weston Alimentos Modernos S.A.
Munro (Argentina)
出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗
セクターConsumer Staples
業種Food Products
従業員10,000
国US
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
収益$6.61B2017-05-28 → 2026-05-31
EPS$2.082017-05-28 → 2026-05-31
フリーキャッシュフロー$540M2017-05-28 → 2026-05-31
純利益率4.4%2017-05-28 → 2026-05-31
バリュエーションと指標
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
| 指標 | 5年トレンド | LW | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| P/E (TTM) | 21.45年平均 ≈24.8 | ≈24.8 | · | · | |
| P/S (TTM) | 0.95年平均 ≈1.9 | ≈1.9 | · | · | |
| 株価純資産倍率 (MRQ) | 3.45年平均 ≈10.6 | ≈10.6 | · | · | |
| EV / EBITDA (EV/EBITDA) | 6.45年平均 ≈9.2 | ≈9.2 | · | · | |
| 株価FCF倍率 (TTM) | 11.35年平均 ≈33.7 | ≈33.7 | · | · | |
| 株価収益率（P/CF） (TTM) | 6.55年平均 ≈15.0 | ≈15.0 | · | · | |
| EV / Revenue (EV/売上高) | 1.05年平均 ≈1.8 | ≈1.8 | · | · | |
| EV / FCF (EV/FCF) | 11.75年平均 ≈22.6 | ≈22.6 | · | · | |
| 株価純資産倍率（P/TB） (MRQ) | 3.65年平均 ≈243.6 | ≈243.6 | · | · |
同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
| 指標 | 5年トレンド | LW | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| 粗利益率 (TTM) | 20.6%5年平均 ≈23.3% | ≈23.3% | · | · | |
| 営業利益率 (TTM) | 8.9%5年平均 ≈12.6% | ≈12.6% | · | · | |
| EBITDAマージン (TTM) | 14.9%5年平均 ≈17.8% | ≈17.8% | · | · | |
| 税引前利益率 (TTM) | 6.3%5年平均 ≈11.7% | ≈11.7% | · | · | |
| 純利益率 (TTM) | 4.4%5年平均 ≈9.0% | ≈9.0% | · | · | |
| ROA (TTM) | 3.9%5年平均 ≈8.6% | ≈8.6% | · | · | |
| ROE (TTM) | 16.3%5年平均 ≈45.3% | ≈45.3% | · | · | |
| ROIC | 19.8%5年平均 ≈43.5% | ≈43.5% | · | · |
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
| 指標 | 5年トレンド | LW | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Debt / Equity (負債資本倍率) | 0.15年平均 ≈0.2 | ≈0.2 | · | · | |
| 流動比率 (MRQ) | 1.45年平均 ≈1.6 | ≈1.6 | · | · | |
| Quick Ratio (クイックレシオ) | 0.65年平均 ≈0.8 | ≈0.8 | · | · |
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
| 指標 | 5年トレンド | LW | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Revenue YoY (収益（前年比）) | 2.5%5年平均 ≈13.1% | ≈13.1% | · | · | |
| Revenue CAGR 3Y (収益（3年CAGR）) | 7.3%5年平均 ≈14.1% | ≈14.1% | · | · | |
| Revenue CAGR 5Y (収益（5年CAGR）) | 12.5% | · | · | · | |
| EPS YoY | -16.8%5年平均 ≈54.5% | ≈54.5% | · | · | |
| Net Income YoY (純利益（前年比）) | -18.8%5年平均 ≈53.5% | ≈53.5% | · | · | |
| EPS CAGR 3Y (EPS年平均成長率 3年) | -33.1%5年平均 ≈15.4% | ≈15.4% | · | · | |
| EPS CAGR 5Y (EPS年平均成長率 5年) | -0.75% | · | · | · | |
| Net Income CAGR 3Y (純利益年平均成長率 3年) | -34.0%5年平均 ≈14.8% | ≈14.8% | · | · | |
| Net Income CAGR 5Y (純利益年平均成長率 5年) | -1.8% | · | · | · |
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
| 指標 | 5年トレンド | LW | 5年平均 | 競合中央値 | 結論 |
|---|---|---|---|---|---|
| Asset Turnover (総資産回転率) | 0.95年平均 ≈0.9 | ≈0.9 | · | · | |
| Inventory Turnover (棚卸資産回転率) | 5.25年平均 ≈5.1 | ≈5.1 | · | · | |
| Receivables Turnover (売掛金回転率) | 8.55年平均 ≈9.0 | ≈9.0 | · | · | |
| Revenue / Employee (年間売上高 ÷ 従業員数（yfinanceの報告ヘッドカウント）。派生値 — SEC-XBRLの保存概念ではありません。) | ≈$661.2K | · | · | · |
バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価
配当金 利回り、配当性向、配当履歴、5年CAGR
配当利回り3.4%
配当性向71.5%
年次配当≈$1.52
5年配当CAGR≈10.0%
成長連続記録≈7
| 権利落ち日 | 金額 | 通貨 | 利回り |
|---|---|---|---|
| 8月 7, 2026 | $0.38 | USD | ≈2.9% |
| 5月 8, 2026 | $0.38 | USD | ≈3.6% |
| 1月 30, 2026 | $0.38 | USD | ≈3.2% |
| 10月 31, 2025 | $0.37 | USD | ≈2.4% |
| 8月 1, 2025 | $0.37 | USD | ≈2.6% |
| 5月 2, 2025 | $0.37 | USD | ≈2.8% |
| 1月 31, 2025 | $0.37 | USD | ≈2.4% |
| 11月 1, 2024 | $0.36 | USD | ≈1.9% |
| 8月 2, 2024 | $0.36 | USD | ≈2.4% |
| 5月 2, 2024 | $0.36 | USD | ≈1.5% |
| 2月 1, 2024 | $0.36 | USD | ≈1.1% |
| 11月 2, 2023 | $0.28 | USD | ≈1.2% |
| 8月 3, 2023 | $0.28 | USD | ≈1.1% |
| 5月 4, 2023 | $0.28 | USD | ≈0.94% |
| 2月 2, 2023 | $0.28 | USD | ≈1.0% |
| 11月 3, 2022 | $0.25 | USD | ≈1.2% |
| 8月 4, 2022 | $0.25 | USD | ≈1.2% |
| 5月 5, 2022 | $0.25 | USD | ≈1.5% |
| 2月 3, 2022 | $0.25 | USD | ≈1.5% |
| 11月 4, 2021 | $0.24 | USD | ≈1.7% |
決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
平均サプライズ
23.1%
| 期間 | レポート | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|---|
| 2026年6月30日 | $0.87 | $0.64 | 35.0% | |
| 2026年3月31日 | $0.72 | $0.63 | 14.1% | |
| 2025年12月31日 | $0.69 | $0.67 | 3.0% | |
| 2025年9月30日 | $0.74 | $0.57 | 29.9% | |
| 2025年6月30日 | $0.87 | $0.65 | 33.3% |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B | $3.67B | $3.79B | $3.76B | $3.42B | $3.17B | $2.99B | $2.92B | |
| Cost of Revenue | $5.25B | $5.05B | $4.70B | $3.92B | $3.27B | $2.84B | $2.90B | $2.75B | $2.54B | $2.39B | $2.33B | $2.34B | |
| Gross Profit | $1.36B | $1.40B | $1.77B | $1.43B | $832M | $832M | $895M | $1.00B | $880M | $779M | $662M | $587M | |
| R&D Expense | $19M | $22M | $26M | $17M | $16M | $13M | $15M | $15M | $14M | $11M | $7M | $7M | |
| SG&A Expense | $665M | $634M | $701M | $550M | $388M | $357M | $338M | $335M | $299M | $260M | $288M | $206M | |
| Operating Income | $591M | $665M | $1.07B | $882M | $444M | $475M | $557M | $668M | $580M | $518M | $373M | $381M | |
| Pretax Income | $418M | $500M | $956M | $1.23B | $273M | $408M | $478M | $621M | $555M | $510M | $439M | $418M | |
| Income Tax | $128M | $143M | $230M | $225M | $72M | $90M | $112M | $134M | $121M | $170M | $144M | $140M | |
| Net Income | $290M | $357M | $726M | $1.01B | $201M | $318M | $366M | $479M | $417M | $327M | $285M | $268M | |
| EPS (Basic) | $2.09 | $2.51 | $5.01 | $6.98 | $1.38 | $2.17 | $2.50 | $3.19 | $2.83 | $2.22 | $1.92 | $1.83 | |
| EPS (Diluted) | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 | $2.16 | $2.49 | $3.18 | $2.82 | $2.22 | $1.92 | $1.83 | |
| Shares (Basic) | 138,900,000 | 142,200,000 | 144,900,000 | 144,500,000 | 145,500,000 | 146,400,000 | 146,200,000 | 146,500,000 | 146,300,000 | 146,100,000 | 146,000,000 | 146,000,000 | |
| Shares (Diluted) | 139,100,000 | 142,700,000 | 145,600,000 | 145,200,000 | 145,900,000 | 147,100,000 | 147,100,000 | 147,300,000 | 147,000,000 | 146,600,000 | 146,000,000 | 146,000,000 | |
| EBITDA | $988M | $1.07B | $1.37B | $1.10B | $636M | $664M | $741M | $831M | $723M | $627M | · | · |
貸借対照表
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $68M | $71M | $71M | $305M | $525M | $784M | $1.36B | $12M | $56M | $57M | $36M | $31M | |
| Receivables | $779M | $782M | $744M | $724M | $447M | $367M | $342M | $340M | $226M | $185M | $186M | · | |
| Inventory | $968M | $1.04B | $1.14B | $932M | $574M | $514M | $487M | $498M | $550M | $525M | $499M | · | |
| Prepaid Expense | $199M | $145M | $136M | $166M | $113M | $118M | $110M | $111M | $99M | $91M | $58M | · | |
| Current Assets | $2.01B | $2.03B | $2.09B | $2.13B | $1.66B | $1.78B | $2.30B | $962M | $930M | $858M | $780M | · | |
| PP&E (Net) | · | · | · | · | · | · | · | $1.60B | $1.42B | $1.27B | $1.04B | · | |
| PP&E (Gross) | · | · | · | · | · | · | · | $2.87B | $2.58B | $2.35B | $2.03B | · | |
| Accum. Depreciation | · | · | · | · | · | · | · | $1.28B | $1.16B | $1.08B | $991M | · | |
| Goodwill | $1.13B | $1.09B | $1.06B | $1.04B | $318M | $334M | $304M | $206M | $135M | $133M | $134M | · | |
| Intangibles | $108M | $114M | $105M | $110M | $34M | $37M | $38M | $38M | $35M | $37M | $40M | · | |
| Other Non-current Assets | $326M | $355M | $396M | $288M | $173M | $80M | $65M | $21M | $11M | $7M | $6M | · | |
| Total Assets | $7.38B | $7.39B | $7.37B | $6.52B | $4.14B | $4.21B | $4.66B | $3.05B | $2.75B | $2.49B | $2.16B | · | |
| Accounts Payable | $613M | $616M | $834M | $637M | $403M | $359M | $244M | $289M | $254M | $295M | $238M | · | |
| Accrued Liabilities | $482M | $411M | $408M | $510M | $264M | $227M | $233M | $217M | $216M | $200M | $133M | · | |
| Short-term Debt | $249M | $371M | $326M | $161M | · | · | $499M | $8M | $10M | $22M | $25M | · | |
| Current Liabilities | $1.42B | $1.48B | $1.62B | $1.36B | $699M | $618M | $1.02B | $553M | $519M | $555M | $410M | · | |
| Capital Leases | $94M | $99M | $115M | $128M | $105M | $120M | $145M | $75M | · | · | · | · | |
| Deferred Tax | $298M | $254M | $256M | $252M | $172M | $160M | $152M | $126M | $92M | $90M | $144M | · | |
| Other Non-current Liabilities | $247M | $243M | $258M | $248M | $212M | $246M | $252M | $94M | $84M | $71M | $52M | · | |
| Total Liabilities | · | · | · | · | · | · | · | · | · | · | $301M | · | |
| Long-term Debt | $3.68B | $3.77B | $3.84B | · | · | · | · | · | · | · | · | · | |
| Total Debt | $249M | $371M | $326M | $161M | · | · | $499M | $8M | $10M | $22M | · | · | |
| Common Stock | $152M | $151M | $151M | $150M | $148M | $148M | $147M | $147M | $146M | $146M | · | · | |
| Paid-in Capital | · | · | · | · | · | · | · | · | · | $-905M | · | · | |
| Retained Earnings | $2.93B | $2.85B | $2.70B | $2.16B | $1.31B | $1.24B | $1.06B | $804M | $426M | $121M | · | · | |
| Treasury Stock | $962M | $838M | $541M | $314M | $264M | $104M | $68M | $39M | $3M | $200.0K | · | · | |
| AOCI | $132M | $54M | $-13M | $-27M | $-16M | $30M | $-40M | $-25M | $-4M | $-9M | $-9M | $-5M | |
| Stockholders' Equity | $1.82B | $1.74B | $1.79B | $1.41B | $360M | $481M | $240M | $-5M | $-335M | $-647M | $1.40B | $1.36B | |
| Liabilities + Equity | $7.38B | $7.39B | $7.37B | $6.52B | $4.14B | $4.21B | $4.66B | $3.05B | $2.75B | $2.49B | $2.16B | · | |
| Shares Outstanding | 137,455,441 | 139,237,760 | 143,666,656 | 145,665,683 | 144,071,428 | 146,191,864 | 146,038,893 | 146,069,033 | 146,332,332 | 146,080,901 | · | · |
キャッシュフロー
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $397M | $375M | $307M | $223M | $192M | $188M | $182M | $162M | $143M | $109M | $96M | $96M | |
| Stock-based Comp | $46M | $40M | $47M | $38M | $21M | $21M | $23M | $19M | $14M | $6M | $3M | $7M | |
| Deferred Tax | $41M | $400.0K | $-1M | $400.0K | $14M | $4M | $20M | $38M | $-4M | $15M | $21M | $24M | |
| Amort. of Intangibles | · | · | · | $7M | $6M | $5M | $2M | $2M | $2M | $2M | $2M | $3M | |
| Restructuring | $104M | $100M | $0 | $0 | · | · | · | · | · | · | · | · | |
| Other Non-cash | $169M | $64M | $-280M | $-509M | $-10M | $22M | $-19M | $-16M | $-90M | $-19M | · | · | |
| Operating Cash Flow | $943M | $868M | $798M | $762M | $419M | $553M | $574M | $681M | $481M | $447M | $382M | $354M | |
| CapEx | $403M | $638M | $930M | $654M | $290M | $147M | $168M | $334M | $307M | $287M | $152M | $115M | |
| Investing Cash Flow | $-380M | $-648M | $-984M | $-1.34B | $-310M | $-162M | $-346M | $-423M | $-307M | $-285M | $-144M | $-171M | |
| Debt Issued | · | · | · | · | $1.68B | · | $1.12B | · | · | · | · | · | |
| Net Debt Issued | · | · | · | · | $1.68B | · | · | · | · | · | · | · | |
| Dividends Paid | $208M | $207M | $174M | $146M | $138M | $135M | $121M | $113M | $110M | $27M | · | · | |
| Financing Cash Flow | $-569M | $-225M | $-48M | $341M | $-363M | $-974M | $1.12B | $-300M | $-179M | $-142M | $-233M | $-178M | |
| Net Change in Cash | $-2M | $-700.0K | $-233M | $-220M | $-258M | $-580M | $1.35B | $-43M | $-2M | $21M | $6M | $4M | |
| Taxes Paid | $119M | $150M | $189M | $226M | $44M | $84M | $82M | $103M | $107M | $170M | $125M | $115M | |
| Free Cash Flow | $540M | $230M | $-131M | $108M | $128M | $406M | $406M | $347M | $174M | $160M | · | · |
収益性
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 20.6% | 21.7% | 27.3% | 26.8% | 20.3% | 22.7% | 23.6% | 26.7% | 25.7% | 24.8% | · | · | |
| Operating Margin | 8.9% | 10.3% | 16.5% | 16.5% | 10.8% | 12.9% | 14.7% | 17.8% | 16.9% | 16.4% | · | · | |
| Net Margin | 4.4% | 5.5% | 11.2% | 18.9% | 4.9% | 8.7% | 9.7% | 12.7% | 12.2% | 10.3% | · | · | |
| Pretax Margin | 6.3% | 7.8% | 14.8% | 23.1% | 6.7% | 11.1% | 12.6% | 16.5% | 16.2% | 16.1% | · | · | |
| EBITDA Margin | 14.9% | 16.6% | 21.2% | 20.6% | 15.5% | 18.1% | 19.5% | 22.1% | 21.1% | 19.8% | · | · | |
| ROA | 3.9% | 4.8% | 10.4% | 18.9% | 4.8% | 7.2% | 9.5% | 16.5% | 15.9% | 14.1% | · | · | |
| ROE | 16.2% | 21.2% | 40.9% | 94.9% | 53.4% | 68.2% | 143.4% | -1574.3% | -114.7% | 86.8% | · | · | |
| ROIC | 19.8% | 22.5% | 38.3% | 45.9% | 90.8% | 76.9% | 57.7% | 13804.1% | -139.4% | -55.3% | · | · |
流動性と支払能力
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.4 | 1.3 | 1.6 | 2.4 | 2.9 | 2.2 | 1.7 | 1.8 | 1.5 | · | · | |
| Quick Ratio | 0.6 | 0.6 | 0.5 | 0.8 | 1.4 | 1.9 | 1.7 | 0.6 | 0.5 | 0.4 | · | · | |
| Debt / Equity | 0.1 | 0.2 | 0.2 | 0.1 | · | · | 2.1 | -1.8 | -0.0 | -0.0 | · | · |
効率性
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.9 | 0.9 | 1.0 | 1.0 | 0.8 | 1.0 | 1.3 | 1.3 | 1.4 | · | · | |
| Inventory Turnover | 5.2 | 4.6 | 4.5 | 5.2 | 6.0 | 5.7 | 5.9 | 5.3 | 4.7 | 4.7 | · | · | |
| Receivables Turnover | 8.5 | 8.5 | 8.8 | 9.1 | 10.1 | 10.4 | 11.1 | 13.3 | 16.7 | 17.0 | · | · |
1株あたり
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $13.28 | $12.48 | $12.44 | $9.69 | $2.50 | $3.29 | $1.64 | $-0.03 | $-2.29 | $-4.43 | · | · | |
| Revenue / Share | $47.54 | $45.21 | $44.42 | $36.85 | $28.09 | $24.96 | $25.78 | $25.50 | $23.29 | $21.61 | · | · | |
| Cash Flow / Share | $6.78 | $6.08 | $5.48 | $5.25 | $2.87 | $3.76 | $3.90 | $4.62 | $3.27 | $3.05 | · | · | |
| Cash / Share | $0.50 | $0.51 | $0.50 | $2.09 | $3.64 | $5.36 | $9.34 | $0.08 | $0.38 | $0.39 | · | · | |
| Dividend / Share | $1.50 | $1.46 | $1.28 | $1.05 | $0.96 | $0.93 | $0.86 | $0.78 | $0.76 | $0.38 | $0.00 | · | |
| EPS (TTM) | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 | $2.16 | $2.49 | $3.18 | $2.82 | $2.22 | · | · |
成長率
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.5% | -0.25% | 20.9% | 30.5% | 11.7% | -3.2% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 7.3% | 16.3% | 20.8% | 12.2% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 12.5% | 11.2% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -16.8% | -49.8% | -28.3% | 403.6% | -36.1% | -13.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | -33.1% | 21.9% | 32.1% | 40.8% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -0.75% | 0.08% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -18.8% | -50.8% | -28.1% | 402.2% | -36.8% | -13.2% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -34.0% | 21.1% | 31.7% | 40.2% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -1.8% | -0.48% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 8.9% | 11.3% | · | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM）
| 指標 | トレンド | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B | $3.67B | $3.79B | $3.76B | $3.42B | $3.17B | · | · | |
| Net Income TTM | $290M | $357M | $726M | $1.01B | $201M | $318M | $366M | $479M | $417M | $327M | · | · | |
| Market Cap | $5.94B | $7.04B | $12.82B | $15.94B | $9.80B | $12.06B | $8.77B | $9.08B | $9.58B | $6.67B | · | · | |
| Enterprise Value | $6.12B | $7.34B | $13.07B | $15.80B | · | · | $7.91B | $9.07B | $9.53B | $6.63B | · | · | |
| P/E | 20.8 | 20.2 | 17.9 | 15.7 | 49.3 | 38.2 | 24.1 | 19.5 | 23.2 | 20.6 | · | · | |
| P/S | 0.9 | 1.1 | 2.0 | 3.0 | 2.4 | 3.3 | 2.3 | 2.4 | 2.8 | 2.1 | · | · | |
| P/B | 3.3 | 4.1 | 7.2 | 11.3 | 27.2 | 25.1 | 36.5 | -1972.9 | -28.6 | -10.3 | · | · | |
| P / Tangible Book | 10.1 | 13.2 | 20.6 | 61.2 | 1113.1 | 110.4 | · | · | · | · | · | · | |
| P / Cash Flow | 6.3 | 8.1 | 16.1 | 20.9 | 23.4 | 21.8 | 15.3 | 13.3 | 19.9 | 14.9 | · | · | |
| P / FCF | 11.0 | 30.6 | -97.6 | 148.0 | 76.5 | 29.7 | 21.6 | 26.2 | 54.9 | 41.8 | · | · | |
| EV / EBITDA | 6.2 | 6.8 | 9.5 | 14.3 | · | · | 10.7 | 10.9 | 13.2 | 10.6 | · | · | |
| EV / FCF | 11.3 | 31.9 | -99.6 | 146.7 | · | · | 19.5 | 26.2 | 54.7 | 41.6 | · | · | |
| EV / Revenue | 0.9 | 1.1 | 2.0 | 3.0 | · | · | 2.1 | 2.4 | 2.8 | 2.1 | · | · | |
| Dividend Yield | 3.5% | 2.9% | 1.4% | 0.92% | 1.4% | 1.1% | 1.4% | 1.2% | 1.1% | 0.41% | · | · | |
| Earnings Yield | 4.8% | 4.9% | 5.6% | 6.3% | 2.0% | 2.6% | 4.2% | 5.1% | 4.3% | 4.9% | · | · | |
| Payout Ratio | 71.5% | 57.9% | 24.0% | 14.5% | 68.9% | 42.6% | 33.1% | 23.7% | 26.4% | 8.4% | · | · | |
| Annual Payout | $208M | $207M | $174M | $146M | $138M | $135M | $121M | $113M | $110M | $27M | · | · |
損益計算書
| 指標 | トレンド | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.77B | $1.56B | $1.62B | $1.66B | $1.68B | $1.52B | $1.60B | $1.65B | $1.61B | $1.46B | $1.73B | $1.67B | $1.69B | $1.25B | $1.28B | $1.13B | |
| Cost of Revenue | $1.41B | $1.23B | $1.29B | $1.32B | $1.33B | $1.10B | $1.32B | $1.30B | $1.22B | $1.05B | $1.26B | $1.17B | $1.32B | $856M | $895M | $852M | |
| Gross Profit | $361M | $332M | $324M | $342M | $342M | $422M | $278M | $356M | $388M | $404M | $476M | $500M | $379M | $398M | $382M | $273M | |
| SG&A Expense | $183M | $157M | $171M | $154M | $141M | $164M | $185M | $144M | $175M | $180M | $170M | $176M | $192M | $132M | $110M | $116M | |
| Operating Income | $169M | $127M | $139M | $156M | $186M | $249M | $18M | $212M | $212M | $224M | $306M | $323M | $187M | $266M | $272M | $157M | |
| Pretax Income | $124M | $84M | $98M | $112M | $141M | $204M | $-23M | $178M | $180M | $189M | $281M | $305M | $571M | $217M | $140M | $306M | |
| Income Tax | $14M | $30M | $36M | $48M | $21M | $58M | $13M | $51M | $51M | $43M | $66M | $70M | $72M | $42M | $37M | $74M | |
| Net Income | $110M | $54M | $62M | $64M | $120M | $146M | $-36M | $127M | $130M | $146M | $215M | $235M | $499M | $175M | $103M | $232M | |
| EPS (Basic) | $0.79 | $0.39 | $0.45 | $0.46 | $0.84 | $1.03 | $-0.25 | $0.89 | $0.91 | $1.01 | $1.48 | $1.61 | $3.43 | $1.22 | $0.72 | $1.61 | |
| EPS (Diluted) | $0.79 | $0.39 | $0.44 | $0.46 | $0.84 | $1.03 | $-0.25 | $0.88 | $0.89 | $1.01 | $1.48 | $1.60 | $3.43 | $1.21 | $0.71 | $1.60 | |
| Shares (Basic) | · | 139,000,000 | 139,400,000 | 139,500,000 | · | 141,900,000 | 142,800,000 | 143,600,000 | · | 144,500,000 | 144,900,000 | 145,700,000 | · | 144,000,000 | 144,000,000 | 144,000,000 | |
| Shares (Diluted) | · | 139,300,000 | 139,600,000 | 139,800,000 | · | 142,400,000 | 143,200,000 | 144,200,000 | · | 145,300,000 | 145,500,000 | 146,600,000 | · | 144,800,000 | 144,600,000 | 144,600,000 | |
| EBITDA | · | $127M | $139M | $252M | · | $249M | $18M | $303M | · | $224M | $306M | $393M | · | $266M | $272M | $207M |
貸借対照表
| 指標 | トレンド | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $68M | $58M | $83M | $99M | $71M | $68M | $79M | $121M | $71M | $62M | $78M | $163M | · | $675M | $419M | $485M | |
| Receivables | $779M | $750M | $742M | $773M | $782M | $717M | $695M | $721M | $744M | $736M | $766M | $726M | · | $500M | $509M | $450M | |
| Inventory | $968M | $1.09B | $1.12B | $907M | $1.04B | $1.25B | $1.33B | $1.14B | $1.14B | $1.21B | $1.15B | $873M | · | $837M | $822M | $636M | |
| Prepaid Expense | $199M | $158M | $68M | $95M | $145M | $162M | $90M | $86M | $136M | $151M | $83M | $84M | · | $105M | $51M | $60M | |
| Current Assets | $2.01B | $2.06B | $2.01B | $1.87B | $2.03B | $2.20B | $2.19B | $2.06B | $2.09B | $2.16B | $2.08B | $1.85B | · | $2.12B | $1.80B | $1.63B | |
| Goodwill | $1.13B | $1.14B | $1.10B | $1.11B | $1.09B | $1.03B | $1.03B | $1.09B | $1.06B | $1.06B | $1.07B | $1.04B | $1.04B | $348M | $348M | $352M | |
| Intangibles | $108M | $110M | $111M | $114M | $114M | $99M | $101M | $108M | $105M | $106M | $109M | $109M | · | $31M | $32M | $33M | |
| Other Non-current Assets | $326M | $320M | $338M | $331M | $355M | $402M | $403M | $434M | $396M | $381M | $477M | $389M | · | $329M | $253M | $219M | |
| Total Assets | $7.38B | $7.39B | $7.33B | $7.24B | $7.39B | $7.42B | $7.45B | $7.51B | $7.37B | $7.25B | $7.05B | $6.54B | · | $5.09B | $4.57B | $4.41B | |
| Accounts Payable | $613M | $600M | $709M | $545M | $616M | $665M | $846M | $689M | $834M | $684M | $834M | $678M | · | $453M | $581M | $463M | |
| Accrued Liabilities | $482M | $460M | $424M | $416M | $411M | $392M | $391M | $448M | $408M | $454M | $434M | $411M | · | $309M | $297M | $276M | |
| Short-term Debt | $249M | $269M | $187M | $215M | $371M | $485M | $320M | $530M | $326M | $541M | $297M | $144M | · | $6M | $9M | $9M | |
| Current Liabilities | $1.42B | $1.41B | $1.40B | $1.26B | $1.48B | $1.62B | $1.63B | $1.73B | $1.62B | $1.82B | $1.62B | $1.29B | · | $817M | $918M | $780M | |
| Capital Leases | $94M | · | · | · | $99M | · | · | · | $115M | · | · | · | · | · | · | · | |
| Deferred Tax | $298M | $273M | $273M | $264M | $254M | $242M | $247M | $257M | $256M | $255M | $260M | $256M | · | $161M | $178M | $219M | |
| Other Non-current Liabilities | $247M | $241M | $251M | $254M | $243M | $245M | $251M | $251M | $258M | $242M | $247M | $247M | · | $230M | $199M | $201M | |
| Long-term Debt | $3.68B | · | · | · | $3.77B | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | · | $269M | $187M | $215M | · | $485M | $320M | $530M | · | $541M | $297M | $144M | · | $6M | $9M | $9M | |
| Common Stock | $152M | $152M | $152M | $152M | $151M | $151M | $151M | $151M | $151M | $151M | $151M | $151M | · | $148M | $148M | $148M | |
| Retained Earnings | $2.93B | $2.87B | $2.87B | $2.86B | $2.85B | $2.78B | $2.69B | $2.78B | $2.70B | $2.62B | $2.53B | $2.35B | · | $1.70B | $1.57B | $1.50B | |
| Treasury Stock | $962M | $898M | $897M | $857M | $838M | $736M | $634M | $634M | $541M | $480M | $479M | $428M | · | $310M | $298M | $297M | |
| AOCI | $132M | $143M | $82M | $101M | $54M | $-74M | $-74M | $43M | $-13M | $-14M | $4M | $-26M | · | $-53M | $-62M | $-46M | |
| Stockholders' Equity | $1.82B | $1.83B | $1.75B | $1.79B | $1.74B | $1.63B | $1.63B | $1.84B | $1.79B | $1.76B | $1.67B | $1.50B | $1.41B | $715M | $573M | $510M | |
| Liabilities + Equity | $7.38B | $7.39B | $7.33B | $7.24B | $7.39B | $7.42B | $7.45B | $7.51B | $7.37B | $7.25B | $7.05B | $6.54B | · | $5.09B | $4.57B | $4.41B | |
| Shares Outstanding | 137,455,441 | 138,979,545 | 138,879,465 | 139,335,411 | 139,237,760 | 141,114,556 | 142,640,636 | 142,595,357 | 143,666,656 | 144,390,986 | 144,368,320 | 144,926,900 | 145,665,683 | 143,751,746 | 143,870,309 | 143,830,587 |
キャッシュフロー
| 指標 | トレンド | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $105M | $100M | $96M | $95M | $95M | $69M | $120M | $90M | $87M | $79M | $71M | $70M | $70M | $51M | $52M | $50M | |
| Stock-based Comp | $16M | $10M | $10M | $11M | $8M | $9M | $12M | $10M | $12M | $12M | $12M | $10M | $10M | $10M | $10M | $8M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | $7M | $3M | $3M | · | $1M | $2M | $1M | |
| Restructuring | $9M | $48M | $14M | $32M | $16M | $10M | $75M | $0 | $0 | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | · | · | · | $182M | · | · | · | $103M | · | · | · | $20M | · | · | · | $-97M | |
| Operating Cash Flow | $347M | $65M | $178M | $352M | $383M | $56M | $99M | $330M | $317M | $26M | $121M | $335M | $427M | $47M | $96M | $192M | |
| CapEx | $146M | $102M | $77M | $78M | $88M | $76M | $149M | $326M | $166M | $256M | $240M | $267M | $225M | $196M | $132M | $101M | |
| Investing Cash Flow | $-142M | $-101M | $-61M | $-76M | $-89M | $-74M | $-149M | $-336M | $-159M | $-254M | $-266M | $-305M | $-805M | $-225M | $-144M | $-167M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $10M | $14M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $14M | |
| Dividends Paid | $53M | $51M | $52M | $52M | $52M | $51M | $52M | $52M | $52M | $40M | $41M | $41M | $40M | $35M | $35M | $35M | |
| Financing Cash Flow | $-195M | $8M | $-133M | $-248M | $-294M | $6M | $11M | $52M | $-148M | $212M | $60M | $-172M | $10M | $428M | $-33M | $-64M | |
| Net Change in Cash | $11M | $-25M | $-16M | $28M | $3M | $-12M | $-42M | $49M | $9M | $-16M | $-85M | $-142M | $-370M | $256M | $-66M | $-40M | |
| Taxes Paid | $18M | $31M | $60M | $10M | $26M | $37M | $80M | $6M | $48M | $39M | $97M | $4M | $58M | $76M | $89M | $-3M | |
| Free Cash Flow | · | · | · | $274M | · | · | · | $4M | · | · | · | $67M | · | · | · | $91M |
収益性
| 指標 | トレンド | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 21.2% | 20.0% | 20.6% | · | 27.8% | 17.3% | 21.5% | · | 27.7% | 27.5% | 30.0% | · | 31.7% | 29.9% | 24.3% | |
| Operating Margin | · | 8.1% | 8.6% | 9.4% | · | 16.4% | 1.2% | 12.8% | · | 15.3% | 17.6% | 19.4% | · | 21.2% | 21.3% | 14.0% | |
| Net Margin | · | 3.5% | 3.8% | 3.9% | · | 9.6% | -2.2% | 7.7% | · | 10.0% | 12.4% | 14.1% | · | 14.0% | 8.1% | 20.6% | |
| Pretax Margin | · | 5.4% | 6.1% | 6.8% | · | 13.4% | -1.4% | 10.8% | · | 13.0% | 16.2% | 18.3% | · | 17.3% | 11.0% | 27.2% | |
| EBITDA Margin | · | 8.1% | 8.6% | 15.2% | · | 16.4% | 1.2% | 18.3% | · | 15.3% | 17.6% | 23.6% | · | 21.2% | 21.3% | 18.4% | |
| ROA | · | 0.73% | 0.84% | 0.87% | · | 2.0% | -0.50% | 1.8% | · | 2.4% | 3.7% | 4.3% | · | 3.8% | 2.4% | 5.4% | |
| ROE | · | 3.1% | 3.7% | 3.5% | · | 8.6% | -2.2% | 7.6% | · | 11.8% | 19.2% | 23.3% | · | 31.6% | 22.0% | 49.5% | |
| ROIC | · | 3.9% | 4.5% | 4.5% | · | 8.4% | 1.5% | 6.4% | · | 7.5% | 11.9% | 15.1% | · | 29.8% | 34.4% | 22.9% |
流動性と支払能力
| 指標 | トレンド | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 1.5 | 1.4 | 1.5 | · | 1.4 | 1.3 | 1.2 | · | 1.2 | 1.3 | 1.4 | · | 2.6 | 2.0 | 2.1 | |
| Quick Ratio | · | 0.6 | 0.6 | 0.7 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.7 | · | 1.4 | 1.0 | 1.2 | |
| Debt / Equity | · | 0.1 | 0.1 | 0.1 | · | 0.3 | 0.2 | 0.3 | · | 0.3 | 0.2 | 0.1 | · | 0.0 | 0.0 | 0.0 |
効率性
| 指標 | トレンド | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | |
| Inventory Turnover | · | 1.1 | 1.1 | 1.3 | · | 0.9 | 1.1 | 1.3 | · | 1.0 | 1.3 | 1.5 | · | 1.2 | 1.2 | 1.5 | |
| Receivables Turnover | · | 2.1 | 2.3 | 2.2 | · | 2.1 | 2.2 | 2.3 | · | 2.4 | 2.7 | 2.8 | · | 2.7 | 2.7 | 2.6 |
1株あたり
| 指標 | トレンド | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $13.15 | $12.63 | $12.85 | · | $11.58 | $11.45 | $12.88 | · | $12.18 | $11.55 | $10.37 | · | $4.97 | $3.98 | $3.55 | |
| Revenue / Share | · | $11.23 | $11.59 | $11.87 | · | $10.68 | $11.18 | $11.47 | · | $10.04 | $11.90 | $11.36 | · | $8.66 | $8.83 | $7.78 | |
| Cash Flow / Share | · | · | · | $2.52 | · | · | · | $2.29 | · | · | · | $2.28 | · | · | · | $1.33 | |
| Cash / Share | · | $0.41 | $0.60 | $0.71 | · | $0.48 | $0.55 | $0.85 | · | $0.43 | $0.54 | $1.13 | · | $4.70 | $2.92 | $3.37 | |
| Dividend / Share | $0.38 | $0.38 | $0.37 | $0.37 | $0.37 | $0.37 | $0.36 | $0.36 | $0.36 | $0.36 | $0.28 | $0.28 | $0.28 | $0.28 | $0.24 | $0.24 | |
| EPS (TTM) | · | $2.13 | $2.77 | $2.08 | · | $2.55 | $2.53 | $4.26 | · | $7.52 | $7.72 | $6.95 | · | $3.75 | $3.27 | $2.78 |
バリュエーション（TTM）
| 指標 | トレンド | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $6.52B | $6.47B | $6.46B | · | $6.39B | $6.33B | $6.46B | · | $6.55B | $6.35B | $5.89B | · | $4.81B | $4.51B | $4.24B | |
| Net Income TTM | · | $300M | $392M | $294M | · | $367M | $367M | $618M | · | $1.09B | $1.12B | $1.01B | · | $542M | $474M | $403M | |
| Market Cap | · | $6.71B | $8.01B | $7.94B | · | $7.87B | $10.97B | $8.94B | · | $14.82B | $14.32B | $13.96B | · | $14.37B | $12.39B | $11.61B | |
| Enterprise Value | · | $6.92B | $8.11B | $8.06B | · | $8.29B | $11.21B | $9.35B | · | $15.30B | $14.54B | $13.94B | · | $13.70B | $11.98B | $11.13B | |
| P/E | · | 22.7 | 20.8 | 27.4 | · | 21.9 | 30.4 | 14.7 | · | 13.7 | 12.9 | 13.9 | · | 26.7 | 26.3 | 29.0 | |
| P/S | · | 1.0 | 1.2 | 1.2 | · | 1.2 | 1.7 | 1.4 | · | · | · | · | · | · | · | · | |
| P/B | · | 3.7 | 4.6 | 4.4 | · | 4.8 | 6.7 | 4.9 | · | 8.4 | 8.6 | 9.3 | · | 20.1 | 21.6 | 22.8 | |
| P / Tangible Book | · | 11.5 | 14.7 | 14.1 | · | 15.5 | 21.8 | 13.9 | · | 24.9 | 29.0 | 39.6 | · | 42.8 | 64.1 | 92.9 | |
| P / Cash Flow | · | · | · | 22.6 | · | · | · | 27.1 | · | · | · | 41.7 | · | · | · | 60.4 | |
| EV / Revenue | · | 1.1 | 1.3 | 1.2 | · | 1.3 | 1.8 | 1.4 | · | · | · | · | · | · | · | · | |
| Dividend Yield | · | 3.1% | 2.6% | 2.6% | · | 2.6% | 1.8% | 2.1% | · | · | · | · | · | · | · | · | |
| Earnings Yield | · | 4.4% | 4.8% | 3.6% | · | 4.6% | 3.3% | 6.8% | · | 7.3% | 7.8% | 7.2% | · | 3.8% | 3.8% | 3.4% | |
| Payout Ratio | · | · | · | 80.4% | · | · | · | 40.6% | · | · | · | 17.4% | · | · | · | 15.2% | |
| Annual Payout | · | $207M | $207M | $207M | · | $207M | $196M | $185M | · | $162M | $157M | $152M | · | $141M | $140M | $139M |
最新期間は左側 · null値は・として表示
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
| 指標 | 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 |
|---|---|---|---|---|---|
| 収益 | $6.61B | $6.45B | $6.47B | $5.35B | $4.10B |
| 粗利益率 % | 20.6% | 21.7% | 27.3% | 26.8% | 20.3% |
| 営業利益率 % | 8.9% | 10.3% | 16.5% | 16.5% | 10.8% |
| 純利益 | $290M | $357M | $726M | $1.01B | $201M |
| 希薄化後EPS | $2.08 | $2.50 | $4.98 | $6.95 | $1.38 |
| 指標 | 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 |
|---|---|---|---|---|---|
| 負債資本倍率 | 0.1 | 0.2 | 0.2 | 0.1 | · |
| 流動比率 | 1.4 | 1.4 | 1.3 | 1.6 | 2.4 |
| クイックレシオ | 0.6 | 0.6 | 0.5 | 0.8 | 1.4 |
| 指標 | 2026-05-31 | 2025-05-25 | 2024-05-26 | 2023-05-28 | 2022-05-29 |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $540M | $230M | $-131M | $108M | $128M |
機関投資家（13F） 628 提出者 · $6.1B合計 · 時点 2026年9月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
保有者
628
保有価値
$6.1B
新規ポジション
73
解消済みポジション
76
機関投資家の動向 — Q2 2026 対 前四半期
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 73 (-48 前期比) | 76 (-70 前期比) | 191 (+17 前期比) | 205 (0 前期比) | -399K |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| BlackRock, Inc. | $730,276,344 | 16,912,375 | 11.99% | 株式数 |
| VANGUARD GROUP INC | $698,691,814 | 16,679,203 | 11.48% | 株式数 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $347,125,790 | 8,039,041 | 5.70% | 株式数 |
| JPMORGAN CHASE & CO | $314,104,840 | 7,114,830 | 5.16% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $258,885,129 | 5,995,487 | 4.25% | 株式数 |
| Starboard Value LP | $247,593,343 | 5,733,982 | 4.07% | 株式数 |
| JANA Partners Management, LP | $232,940,339 | 5,394,635 | 3.83% | 株式数 |
| AQR CAPITAL MANAGEMENT LLC | $212,752,444 | 4,927,106 | 3.49% | 株式数 |
| STATE STREET CORP | $210,271,228 | 4,869,644 | 3.45% | 株式数 |
| FMR LLC | $165,039,294 | 3,822,123 | 2.71% | 株式数 |
| CONTINENTAL GRAIN CO | $154,112,874 | 3,569,080 | 2.53% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $144,490,527 | 3,345,828 | 2.37% | 株式数 |
| NORGES BANK | $106,053,966 | 2,456,090 | 1.74% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $101,168,106 | 2,342,274 | 1.66% | 株式数 |
| Brookfield Corp /ON/ | $96,132,109 | 2,226,311 | 1.58% | 株式数 |
| Douglas Lane & Associates, LLC | $72,644,105 | 1,682,355 | 1.19% | 株式数 |
| MORGAN STANLEY | $67,500,844 | 1,563,242 | 1.11% | 株式数 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $65,489,000 | 1,516,642 | 1.08% | 株式数 |
| GOLDMAN SACHS GROUP INC | $65,274,838 | 1,511,691 | 1.07% | 株式数 |
| JUPITER ASSET MANAGEMENT LTD | $53,734,833 | 1,244,438 | 0.88% | 株式数 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53,145,814 | 1,230,797 | 0.87% | 株式数 |
| PRINCIPAL FINANCIAL GROUP INC | $52,422,939 | 1,214,056 | 0.86% | 株式数 |
| Bank of New York Mellon Corp | $51,520,955 | 1,193,167 | 0.85% | 株式数 |
| ROYAL LONDON ASSET MANAGEMENT LTD | $46,486,680 | 1,076,579 | 0.76% | 株式数 |
| NORTHERN TRUST CORP | $43,121,493 | 998,645 | 0.71% | 株式数 |
| BRANDES INVESTMENT PARTNERS, LP | $41,592,574 | 963,237 | 0.68% | 株式数 |
| UBS Group AG | $39,820,337 | 922,194 | 0.65% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $37,484,644 | 868,102 | 0.62% | 株式数 |
| BARCLAYS PLC | $34,543,568 | 799,990 | 0.57% | 株式数 |
| Clarkston Capital Partners, LLC | $34,176,106 | 791,480 | 0.56% | 株式数 |
| Swedbank AB | $33,680,400 | 780,000 | 0.55% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31,996,380 | 741,000 | 0.53% | プットオプション |
| WELLS FARGO & COMPANY/MN | $31,436,366 | 728,031 | 0.52% | 株式数 |
| Ion Asset Management Ltd. | $30,486,482 | 524,905 | 0.50% | 株式数 |
| Gotham Asset Management, LLC | $29,434,597 | 681,672 | 0.48% | 株式数 |
| AMERICAN CENTURY COMPANIES INC | $25,110,077 | 581,521 | 0.41% | 株式数 |
| BNP PARIBAS FINANCIAL MARKETS | $25,026,221 | 579,579 | 0.41% | 株式数 |
| FIRST TRUST ADVISORS LP | $23,777,766 | 550,666 | 0.39% | 株式数 |
| STALEY CAPITAL ADVISERS INC | $21,733,789 | 503,330 | 0.36% | 株式数 |
| LONDON CO OF VIRGINIA | $20,489,612 | 474,139 | 0.34% | 株式数 |
| Public Sector Pension Investment Board | $20,483,340 | 474,371 | 0.34% | 株式数 |
| Invesco Ltd. | $20,335,750 | 470,953 | 0.33% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $19,918,934 | 461,300 | 0.33% | コールオプション |
| JANUS HENDERSON GROUP PLC | $18,408,921 | 435,618 | 0.30% | 株式数 |
| AMERIPRISE FINANCIAL INC | $18,004,325 | 416,960 | 0.30% | 株式数 |
| Nuveen, LLC | $17,960,313 | 415,941 | 0.29% | 株式数 |
| Alberta Investment Management Corp | $16,978,376 | 393,200 | 0.28% | 株式数 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $16,805,397 | 389,194 | 0.28% | 株式数 |
| Cerity Partners LLC | $16,580,321 | 383,982 | 0.27% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15,333,779 | 355,113 | 0.25% | 株式数 |
アクティビストおよび5%超のオーナー 3保有
SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図（アクティビストの保有、取締役会キャンペーン、M&A）を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。
| 提出者 | 提出済み | 保有 | ステータス | 目的 | 提出書類 |
|---|---|---|---|---|---|
| CONTINENTAL GRAIN CO, FRIBOURG PAUL J, GENDASON ARI DAVID, ZIMMERMAN MICHAEL J, FRIBOURG CHARLES ×9 提出書類 | 2025年7月1日 | 1.50% | 修正 | 取締役会キャンペーン | SEC |
| JANA PARTNERS MANAGEMENT, LP ×10 提出書類 | 2025年7月1日 | 4.90% | 修正 | 取締役会キャンペーン | SEC |
| Continental Grain Company, Paul J. Fribourg, Ari D. Gendason | 2024年10月18日 | · | 初回提出 | 受動的投資 | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
企業インサイダー 40 人のインサイダー · 20人の役員 · 18人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Michael Jared Smith | President and CEO | 2026年8月4日 F | 178,423 | 0 | 0 | $0 |
| Thomas P. Werner | PRESIDENT AND CEO | 2024年12月18日 F | 85,005 | 0 | 0 | $0 |
| James D Gray | Chief Financial Officer | 2026年7月28日 A | 101,444 | 3 | 0 | $608,981 |
| Bernadette M Madarieta | CHIEF FINANCIAL OFFICER | 2025年8月5日 F | 37,995 | 0 | 0 | $0 |
| Robert Mcnutt | Senior Vice President and CFO | 2021年7月27日 F | 54,661 | 0 | 0 | $0 |
| Michael Christopher Crowley | President, North America | 2026年8月4日 F | 32,257 | 0 | 0 | $0 |
| Marc Schroeder | PRESIDENT, INTERNATIONAL | 2026年8月4日 F | 44,110 | 0 | 0 | $0 |
| Sharon L. Miller | PRESIDENT, NORTH AMERICA | 2024年12月18日 F | 52,059 | 0 | 0 | $0 |
| Sylvia Wilks | Chief Supply Chain Officer | 2026年8月4日 F | 42,403 | 0 | 0 | $0 |
| Steven J Younes | CHIEF HUMAN RESOURCES OFFICER | 2026年8月4日 F | 44,855 | 0 | 0 | $0 |
| Gregory W Jones | VP AND CONTROLLER | 2026年8月4日 F | 11,859 | 0 | 0 | $0 |
| Jan Eli B Craps | Executive Chair | 2026年7月28日 A | 689,169 | 1 | 0 | $2,432,500 |
| Amit Philip | Chief Strategy/Tech Officer | 2026年7月28日 A | 38,686 | 0 | 0 | $0 |
| Benjamin Heselton | Chief Information Officer | 2026年2月6日 A | 13,844 | 0 | 0 | $0 |
| Sukshma Rajagopalan | CHIEF INFO AND DIGITAL OFFICER | 2024年8月6日 F | 17,911 | 0 | 0 | $0 |
| Gerardo Scheufler | CHIEF SUPPLY CHAIN OFFICER | 2023年7月30日 F | 23,032 | 0 | 0 | $0 |
| John C Hatto | SENIOR VICE PRESIDENT | 2022年1月6日 S | 13,907 | 0 | 0 | $0 |
| Micheline C Carter | Chief Human Resources Officer | 2021年7月27日 F | 23,558 | 0 | 0 | $0 |
| Richard Allan Martin | SVP, Chief Supply Chain Off | 2019年7月22日 A | 70,170 | 0 | 0 | $0 |
| Rodney W. Hepponstall | Senior Vice President | 2017年12月1日 A | 32,870 | 0 | 0 | $0 |
| JANA Partners Management, LP | 取締役 | 2026年4月15日 P | 5,398,980 | 4 | 0 | $16,073,540 |
| Norman Prestage | 取締役 | 2026年4月7日 P | 9,482 | 1 | 0 | $103,500 |
| Robert Coviello | 取締役 | 2025年10月2日 A | 17,991 | 0 | 0 | $0 |
| Ruth Kimmelshue | 取締役 | 2025年10月2日 A | 5,461 | 0 | 0 | $0 |
| Paul T Maass | 取締役 | 2025年10月2日 A | 5,461 | 0 | 0 | $0 |
| Bradley Alford | 取締役 | 2025年10月2日 A | 6,977 | 0 | 0 | $0 |
| Timothy R. McLevish | 取締役 | 2025年10月2日 A | 55,961 | 0 | 0 | $0 |
| Hala G Moddelmog | 取締役 | 2025年10月2日 A | 23,568 | 0 | 0 | $0 |
| Robert A Niblock | 取締役 | 2025年1月13日 P | 26,406 | 0 | 0 | $0 |
| William G Jurgensen | 取締役 | 2024年12月23日 P | 181,250 | 0 | 0 | $0 |
| Charles A Blixt | 取締役 | 2024年12月23日 P | 22,982 | 0 | 0 | $0 |
| Rita Fisher | 取締役 | 2024年10月4日 A | 4,925 | 0 | 0 | $0 |
| Maria Renna Sharpe | 取締役 | 2024年10月4日 A | 21,478 | 0 | 0 | $0 |
| Thomas P. Maurer | 取締役 | 2023年10月13日 A | 26,522 | 0 | 0 | $0 |
| Andrew J Schindler | 取締役 | 2018年10月4日 A | 8,589 | 0 | 0 | $0 |
| Eryk J Spytek | · | 2026年8月4日 F | 32,174 | 0 | 0 | $0 |
| Peter J Bensen | · | 2026年4月6日 P | 17,204 | 1 | 0 | $197,200 |
| Lawrence E. Kurzius | · | 2025年10月2日 A | 5,461 | 0 | 0 | $0 |
| Andre J Hawaux | · | 2025年10月2日 A | 44,532 | 0 | 0 | $0 |
| CONAGRA FOODS INC /DE/ | · | 2016年11月9日 J | 0 | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー；純額＝公開市場のP/Sのみ
ETF保有状況 73のETFが保有
ウェイトは直接株式保有（N-PORT）のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| PSCC · Invesco Exchange-Traded Fund Trust … | 8.75% | 69,914 SH | 2026年10月2日 | 日次 |
| FXG · First Trust Exchange-Traded AlphaDE… | 2.97% | 129,621 NS | 2026年7月31日 | N-PORT |
| FDIV · EA Series Trust | 2.31% | 25,760 NS | 2026年7月31日 | N-PORT |
| CVAR · ETF Opportunities Trust | 1.71% | 13,989 NS | 2026年7月31日 | N-PORT |
| KEAT · EA Series Trust | 1.65% | 37,520 NS | 2026年7月31日 | N-PORT |
| PSL · Invesco Exchange-Traded Fund Trust | 1.30% | 24,338 SH | 2026年10月2日 | 日次 |
| VEGI · iShares, Inc. | 1.09% | 39,896 SH | 2026年9月11日 | 日次 |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.64% | 292,981 SH | 2026年8月19日 | 日次 |
| NUSC · Nushares ETF Trust | 0.52% | 126,579 NS | 2026年7月31日 | N-PORT |
| BSJS · Invesco Exchange-Traded Self-Indexe… | 0.49% | 3,757,000 | 2026年10月2日 | 日次 |
| FSTA · FIDELITY COVINGTON TRUST | 0.45% | 121,408 NS | 2026年7月31日 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.41% | 23,608 SH | 2026年10月2日 | 日次 |
| VDC · VANGUARD WORLD FUND | 0.37% | 793,908 SH | 2026年8月19日 | 日次 |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.37% | 174,281 SH | 2026年10月2日 | 日次 |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.35% | 30,844 NS | 2026年7月31日 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.35% | 15,007 NS | 2026年7月31日 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.32% | 482,805 SH | 2026年8月19日 | 日次 |
| BKSE · BNY Mellon ETF Trust | 0.31% | 5,211 NS | 2026年7月31日 | N-PORT |
| ESSC · Strategy Shares | 0.29% | 1,987 NS | 2026年7月31日 | N-PORT |
| IYK · iShares Trust | 0.29% | 84,589 SH | 2026年9月11日 | 日次 |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.27% | 71,562 NS | 2026年7月31日 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 19,155 NS | 2026年7月31日 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.16% | 30,414 SH | 2026年10月2日 | 日次 |
| DFAS · Dimensional ETF Trust | 0.15% | 448,512 NS | 2026年7月31日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.15% | 57,599 NS | 2026年7月31日 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.13% | 21,175 NS | 2026年7月31日 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.13% | 367,362 NS | 2026年7月31日 | N-PORT |
| REVS · Columbia ETF Trust I | 0.12% | 7,933 NS | 2026年7月31日 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.12% | 1,905,934 SH | 2026年8月19日 | 日次 |
| ESML · iShares Trust | 0.12% | 69,356 SH | 2026年9月11日 | 日次 |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.10% | 3,319 NS | 2026年7月31日 | N-PORT |
| SMMD · iShares Trust | 0.09% | 70,606 SH | 2026年9月11日 | 日次 |
| RECS · Columbia ETF Trust I | 0.07% | 78,163 NS | 2026年7月31日 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.07% | 1,583,284 SH | 2026年8月19日 | 日次 |
| VB · VANGUARD INDEX FUNDS | 0.07% | 3,003,768 SH | 2026年8月19日 | 日次 |
| TILT · FlexShares Trust | 0.07% | 28,124 NS | 2026年7月31日 | N-PORT |
| IWS · iShares Trust | 0.06% | 198,927 SH | 2026年9月11日 | 日次 |
| VFVA · VANGUARD WELLINGTON FUND | 0.06% | 11,330 SH | 2026年8月19日 | 日次 |
| WSML · iShares Trust | 0.06% | 8,146 SH | 2026年9月11日 | 日次 |
| DIVB · iShares Trust | 0.05% | 22,909 SH | 2026年9月11日 | 日次 |
| DGRO · iShares Trust | 0.05% | 437,518 SH | 2026年9月11日 | 日次 |
| IWR · iShares Trust | 0.05% | 540,840 SH | 2026年9月11日 | 日次 |
| DXUV · Dimensional ETF Trust | 0.04% | 3,865 NS | 2026年7月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.03% | 18,958 NS | 2026年7月31日 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 6,432 SH | 2026年10月2日 | 日次 |
| DFAC · Dimensional ETF Trust | 0.03% | 245,733 NS | 2026年7月31日 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.02% | 527,095 SH | 2026年8月19日 | 日次 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 79,575 SH | 2026年8月19日 | 日次 |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 41,791 SH | 2026年10月2日 | 日次 |
| DSI · iShares Trust | 0.02% | 19,457 SH | 2026年9月11日 | 日次 |
| IWD · iShares Trust | 0.02% | 292,707 SH | 2026年9月11日 | 日次 |
| DFUV · Dimensional ETF Trust | 0.01% | 38,513 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 40,118 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 4,165,689 SH | 2026年8月19日 | 日次 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 22,285 SH | 2026年8月19日 | 日次 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 10,969 SH | 2026年8月19日 | 日次 |
| ESGV · VANGUARD WORLD FUND | 0.01% | 29,810 SH | 2026年8月19日 | 日次 |
| IYY · iShares Trust | 0.01% | 6,162 SH | 2026年9月11日 | 日次 |
| IWV · iShares Trust | 0.01% | 39,873 SH | 2026年9月11日 | 日次 |
| ITOT · iShares Trust | 0.01% | 185,420 SH | 2026年9月11日 | 日次 |
| IWB · iShares Trust | 0.01% | 94,477 SH | 2026年9月11日 | 日次 |
| DFAU · Dimensional ETF Trust | 0.01% | 17,923 NS | 2026年7月31日 | N-PORT |
| NEAR · iShares U.S. ETF Trust | 0.00% | 201,000 SH | 2026年9月9日 | 日次 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 109,656 SH | 2026年8月19日 | 日次 |
| VGHY · VANGUARD FIXED INCOME SECURITIES FU… | · | · | 2026年7月15日 | 日次 |
| VCRB · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 日次 |
| VPLS · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 日次 |
| VGMS · VANGUARD MALVERN FUNDS | · | · | 2026年7月15日 | 日次 |
| IJR · iShares Trust | · | 8,425,793 SH | 2026年9月10日 | 日次 |
| IJS · iShares Trust | · | 1,231,374 SH | 2026年9月8日 | 日次 |
| XJR · iShares Trust | · | 19,080 SH | 2026年8月31日 | 日次 |
| ISCB · iShares Trust | · | 5,930 SH | 2026年9月11日 | 日次 |
| ISCV · iShares Trust | · | 29,184 SH | 2026年9月11日 | 日次 |
LW アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
レーティング · 21 アナリスト
買い
中央値ターゲット
$53.50
+20.0%
4 19.0%
強い買い
6 28.6%
買い
11 52.4%
保有
0 0.0%
売り
0 0.0%
強い売り
12ヶ月目標株価
12 アナリスト · 2026-10-04平均値ターゲット $54.33 +21.9%
← 全目標を下回る
現在価格 $44.57
安値$46.00
平均値$54.33
高値$65.00
同業他社比較（GICSサブインダストリー） 主要メトリクスとセクターピアの比較
FY基準、価格は各社の直近年度末終値。
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| LW | $5.94B | 20.8 | 2.5% | 4.4% | 16.2% | 20.6% |
| MKC | $1.01B | 23.0 | 1.7% | 11.5% | 14.3% | 37.9% |
| HRL | · | 27.4 | 1.6% | 4.0% | 6.0% | 15.6% |
| SFD | $8.82B | 8.9 | 9.8% | 6.4% | 15.6% | 13.5% |
| PPC | $9.46B | 8.8 | 3.5% | 5.9% | 27.3% | 12.8% |
| CAG | $7.76B | -3.3 | -2.9% | -17.0% | -26.5% | 23.9% |
| CPB | · | 16.8 | -5.0% | 4.1% | 10.4% | · |
| POST | $5.67B | 19.5 | 3.0% | 4.1% | 8.8% | 28.7% |
| CALM | · | 11.3 | -31.7% | 10.9% | 12.2% | 23.1% |
| FRPT | $2.98B | 23.1 | 13.0% | 12.6% | 12.2% | 40.8% |
最新ニュース この会社に言及した最近の見出し
マイ指標 あなた専用のウォッチリスト — 決算詳細から選択した行
重視する指標を選択してください — 上記の「財務諸表」の任意の行の横にある「+」をクリックしてください。
選択内容は保存され、すべてのティッカーで引き継がれます。
出典：SEC 10-K 提出日 7月 24, 2026